Anic Equity¶
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Total return since start: 0.691 %¶
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Equity now: -----------------------------> 51646.54 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48447.48 Kr¶
PnL: ---------------------------------------> -640.09 Kr¶
DD now: ---------------------------------> -0.573 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 15:01:06.765158'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | 0.160000 | 3385.800000 | 205.800000 | 6.470000 | 3180.000006 |
| HMS Networks | 2 | -1.480000 | 770.400000 | 97.400000 | 14.470000 | 673.000000 |
| HEBA B | 70 | -0.510000 | 2709.000000 | 73.000000 | 2.770000 | 2636.000010 |
| Nordea Bank Abp | 29 | -0.460000 | 3518.860000 | 64.860000 | 1.880000 | 3453.999992 |
| MedCap | 2 | 0.650000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| SAAB B | 8 | -0.260000 | 3418.400000 | 41.400000 | 1.230000 | 3377.000000 |
| Swedbank A | 3 | 2.230000 | 604.200000 | 40.200000 | 7.130000 | 564.000000 |
| AcadeMedia | 12 | 0.300000 | 596.280000 | 39.280000 | 7.050000 | 557.000004 |
| Resurs Holding | 22 | 0.470000 | 611.820000 | 37.820000 | 6.590000 | 573.999998 |
| Fasadgruppen Group | 38 | 1.480000 | 4172.400000 | 31.400000 | 0.760000 | 4140.999992 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.180000 | 383.800000 | 28.800000 | 8.110000 | 355.000000 |
| Intrum | 4 | 0.850000 | 544.000000 | 17.000000 | 3.230000 | 527.000000 |
| OEM International B | 7 | -1.790000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| Norva24 Group | 16 | -0.230000 | 553.920000 | 10.920000 | 2.010000 | 543.000000 |
| Eastnine | 4 | -0.480000 | 501.600000 | 10.600000 | 2.160000 | 491.000000 |
| Karnov Group | 9 | 0.330000 | 545.400000 | 9.400000 | 1.750000 | 536.000004 |
| Securitas B | 6 | -0.870000 | 574.080000 | 4.080000 | 0.720000 | 570.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.780000 | 248.640000 | 2.640000 | 1.070000 | 246.000000 |
| Creaspac SPAC | 6 | -0.100000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Corem Property Group B | 59 | -0.610000 | 577.910000 | 0.910000 | 0.160000 | 576.999999 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.370000 | 562.800000 | 0.800000 | 0.140000 | 562.000005 |
| Coor Service Management Hold. | 8 | 0.150000 | 532.000000 | 0.000000 | 0.000000 | 532.000000 |
| Handelsbanken A | 5 | 0.410000 | 545.500000 | -0.500000 | -0.090000 | 546.000000 |
| Midsona B | 63 | -3.390000 | 575.190000 | -7.810000 | -1.340000 | 582.999984 |
| Sampo Oyj SDB | 7 | 0.090000 | 3836.000000 | -14.000000 | -0.360000 | 3850.000000 |
| Boozt | 12 | -0.510000 | 1636.800000 | -17.200000 | -1.040000 | 1653.999996 |
| Essity B | 2 | -0.870000 | 545.200000 | -28.800000 | -5.020000 | 574.000000 |
| CTEK | 13 | -1.490000 | 498.940000 | -35.060000 | -6.570000 | 533.999999 |
| International Petroleum Corp. | 5 | -3.330000 | 551.500000 | -43.070000 | -7.240000 | 594.565215 |
| Essity A | 4 | -1.440000 | 1092.000000 | -57.000000 | -4.960000 | 1149.000000 |
| Vivesto | 1368 | -2.410000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Beijer Electronics Group | 27 | -1.420000 | 2997.000000 | -87.000000 | -2.820000 | 3083.999994 |
| OX2 | 22 | -0.680000 | 1769.900000 | -219.100000 | -11.020000 | 1989.000002 |
| Axfood | 15 | 0.300000 | 4057.500000 | -242.500000 | -5.640000 | 4300.000005 |
| Ovzon | 64 | -1.850000 | 3392.000000 | -604.000000 | -15.120000 | 3996.000000 |
| TOTAL | 48447.480000 | -640.090000 | -0.57338% | 49087.564636 |
Updated:¶
'2023-01-31 15:01:20.027903'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
